Merge Tags for Text Messages
Merge Tags are tags you can place in a text message or text template to auto-populate patient and practice information. These tags allow you to personalize your texts without having to type in individualized information for each message - Yapi Leap enters it for each patient automatically!
How you add a merge tag to an outgoing text or template depends on where you are in Leap. To add a merge tag:
In a template: Click the Merge Tag button a the top of the text message box (shown in the image above).
On the Text Messages page: Click the 3-dot icon
next to the outgoing text message box and select Insert Merge Tag.
Merge Tags Available for Each Leap Feature
The merge tags available to you depend on where you are in Leap and what you're using them for. For example, merge tags for appointment information can be added to appointment reminder templates and mass texts but aren't available for recall reminder templates because you wouldn't need them there.
Take a look at which merge tags you can use in each feature - and where they pull their information from - by clicking the links below:
These merge tags are available when composing a new text on the Text Messages page.
Merge Tag | Source |
|---|---|
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Practice Street Address | Practice Settings→Practice Information→Address |
These merge tags are available when creating a mass text.
Merge Tag | Source |
|---|---|
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Practice Street Address | Practice Settings→Practice Information→Address |
Practice Email | Practice Settings→Practice Information→Email |
Provider Name* | Pulls from Open Dental |
Provider Preferred Name* | Patient's Profile→Preferences→Scheduling tab→Preferred Providers |
Appointment Date* (Shows next appointment's date) | Pulls from Open Dental |
Appointment Time* (Shows next appointment's time) | Pulls from Open Dental |
Appointment Duration* (Shows next appointment's duration) | Pulls from Open Dental |
Today's Date | Pulls from Leap based on the time zone of your practice's address |
Year current | Pulls from Leap based on the time zone of your practice's address |
Patient First Name | Pulls from Open Dental |
Patient Last Name | Pulls from Open Dental |
Patient Preferred Name | Pulls from Open Dental |
Patient Date of Birth | Pulls from Open Dental |
Patient Email | Pulls from Open Dental |
Patient Phone | Pulls from Open Dental |
Patient Mobile Phone | Pulls from Open Dental |
Note
Merge tags with an asterisk (*) only work for patients that have future appointments scheduled within the next 13 months. If you use these to mass text patients with no future appointments, Leap leaves a blank space in the final text to the patient where the merged information would have been.
These merge tags are available when creating a text template.
Merge Tag | Source |
|---|---|
Today's Date | Pulls from Leap based on the time zone of your practice's address |
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Practice Street Address | Practice Settings→Practice Information→Address |
Practice Email | Practice Settings→Practice Information→Email |
Patient First Name | Pulls from Open Dental |
Patient Preferred Name | Pulls from Open Dental |
These are the merge tags that work within appointment reminder templates.
Merge Tag | Source |
|---|---|
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Patient First Name | Pulls from Open Dental |
Family Members* | Pulls from Open Dental |
Family Appointments* | Pulls from Open Dental |
Appointment Date | Pulls from Open Dental |
Appointment Time | Pulls from Open Dental |
Note
The Family Members & Family Appointments merge tags are only available for the following templates: Confirmation - Text Message, Confirmation Auto-Reply, and Same Day - Text Message. Since these two merge tags are similar we recommend using only one of these in your template.
These merge tags are available for recall reminder templates.
Merge Tag | Source |
|---|---|
Practice Phone | Practice Settings→Practice Information→Practice Number |
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Recall Due Date | Pulls from Open Dental |
Recall Type | Pulls from Open Dental |
Patient First Name | Pulls from Open Dental |
These merge tags are available when using the Fill Appointments feature.
Merge Tag | Source |
|---|---|
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Practice Street Address | Practice Settings→Practice Information→Address |
Provider Name* | Pulls from Open Dental |
Provider Preferred Name* | Patient's Profile→Preferences→Scheduling tab→Preferred Providers |
Patient First Name | Pulls from Open Dental |
Patient Preferred Name | Pulls from Open Dental |
Fill Appointment (adds appointment date and time)* | Pulls from Open Dental |
Note
Merge tags with an asterisk (*) are only available when filling a broken appointment on today's schedule.
These merge tags are available when editing your review request template in Reviews.
Merge Tag | Source |
|---|---|
Practice Name | Practice Settings→Practice Information→ Practice Name field |
Practice Phone | Practice Settings→Practice Information→Practice Number |
Family Members (Lists all members of a family who completed an appointment that day) | Pulls from Open Dental |
Appointment Date | Pulls from Open Dental |
Appointment Time | Pulls from Open Dental |